- Equitable (Roanoke, VA)
- Entry Level - Wealth Manager - VA, Roanoke (6000) ( 2400004C ) **Primary Location** : UNITED STATES-VA-Roanoke **Organization** : Equitable Advisors ... goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. **Role Highlights** + **Client Engagement** :… more
- Truist (Oakton, VA)
- …**Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships within the ... novo circumstance [limited established portfolio of clients upon job entry ], serves to establish new managed portfolio of financially...time to time. 1. Serve as the primary relationship manager for a portfolio of mass affluent clients. Sell,… more
- US Coast Guard (Norfolk, VA)
- …Pacific Islands, Japan, the Middle East, and Europe. Serving as Mishap Program Manager responsible for yearly program projections in evaluating the impact of trends, ... problems, and changes in program emphasis. Serving as project manager , leading and directing CG-wide OSH assessment projects to...and/or experience. AND To qualify at the GS-13 grade level , applicants must have at least one (1) full… more
- Atria Wealth Solutions (Richmond, VA)
- …keeps current on investment products and services offered. Meets regularly with Program Manager and trains, if necessary, with Program Manager . + Drives ... to the branch employees, identified credit union executives and sales manager regarding sales practices and business development initiatives. Work with Financial… more